Cov nqi tsheb hluav taws xob nce ntawm Tesla, Rivian, GM thiab lwm cov tuam txhab tsheb

Tesla's Model 3 ntawm Tesla lub khw hauv Washington, DC

Salwan Georges | Washington Post | Cov duab Getty

Automakers los ntawm Tesla rau Rivian rau Cadillac tab tom taug kev tus nqi ntawm lawv lub tsheb hluav taws xob thaum muaj kev hloov pauv hauv kev lag luam thiab cov nqi khoom lag luam nce ntxiv, tshwj xeeb rau cov khoom tseem ceeb uas xav tau rau EV roj teeb.

Cov nqi roj teeb tau poob rau ntau xyoo, tab sis qhov ntawd tej zaum yuav hloov pauv. Ib lub tuam txhab ua haujlwm tau nce siab hauv kev thov rau cov roj teeb pob zeb hauv plaub xyoos tom ntej uas tuaj yeem thawb tus nqi ntawm EV roj teeb hlwb. nce ntau dua 20%. Uas nyob saum twb nce nqi rau cov khoom siv roj teeb uas muaj feem xyuam rau cov khoom siv raw, qhov tshwm sim ntawm cov khoom siv-chain cuam tshuam cuam tshuam nrog Covid thiab Russia kev cuam tshuam ntawm Ukraine.

Cov nqi siab dua muaj qee cov neeg tsim tsheb hluav taws xob txhawb nqa lawv cov nqi, ua rau cov tsheb uas twb tau kim heev txawm tias pheej yig dua rau cov neeg Amelikas nruab nrab thiab thov cov lus nug, yuav ua rau cov khoom lag luam nce zuj zus rau kev hloov tsheb hluav taws xob?

Hla cov nqi rau

Cov thawj coj hauv kev lag luam Tesla tau ua haujlwm tau ntau xyoo los txo cov nqi ntawm nws cov tsheb, ib feem ntawm nws “Secret Master Plan” los txhawb kev hloov pauv thoob ntiaj teb mus rau xoom-emissions kev thauj mus los. Tab sis txawm tias nws yuav tsum tau nce nws cov nqi ntau zaus hauv xyoo tas los, suav nrog ob zaug hauv lub Peb Hlis Tom qab CEO Elon Musk tau ceeb toom tias ob qho tib si Tesla thiab SpaceX tau "pom qhov kev nce nqi tseem ceeb tsis ntev los no" hauv cov nqi raw khoom thiab cov nqi tsheb thauj mus los.

Feem ntau Teslas tam sim no tseem kim dua li qhov pib ntawm 2021. Qhov pheej yig tshaj "Standard Range" version ntawm Model 3, Tesla lub tsheb pheej yig tshaj plaws, tam sim no pib ntawm $ 46,990 hauv Asmeskas, nce 23% los ntawm $ 38,190 thaum Lub Ob Hlis 2021.

Rivian yog lwm qhov kev hloov pauv thaum ntxov ntawm tus nqi hikes, tab sis nws txoj kev txav tsis yog yam tsis muaj kev sib cav. Lub tuam txhab tau hais rau lub Peb Hlis 1 tias ob qho tib si ntawm nws cov neeg siv khoom qauv, R1T khaws thiab R1S SUV, yuav tau txais tus nqi nce siab, ua haujlwm tam sim ntawd. R1T yuav dhia 18% mus rau $ 79,500, nws hais tias, thiab R1S yuav dhia 21% mus rau $ 84,500.

Rivian nyob rau tib lub sijhawm tshaj tawm cov nqi qis dua tshiab ntawm ob lub qauv, nrog cov qauv tsawg dua thiab ob lub tshuab hluav taws xob tsis siv plaub, tus nqi ntawm $ 67,500 thiab $ 72,500 feem, ze rau tus nqi qub ntawm lawv cov kwv tij plaub-lub cev muaj zog.  

Cov kev hloov kho tau tsa pob muag: Thaum xub thawj, Rivian tau hais tias tus nqi nce siab yuav siv rau kev txiav txim ua ntej Lub Peb Hlis 1 nrog rau cov xaj tshiab, qhov tseem ceeb dua ob npaug rov qab rau cov neeg tuav pov hwm uas twb muaj lawm kom tau nyiaj ntau dua. Tab sis ob hnub ntawm kev thawb rov qab tom qab, CEO RJ Scaringe thov txim thiab hais tias Rivian yuav hwm tus nqi qub rau kev txiav txim uas twb tso lawm.

Scaringe tau sau rau hauv tsab ntawv rau Rivian cov neeg muaj feem tau hais tias "Hauv kev hais lus nrog ntau tus ntawm koj ob hnub dhau los, kuv paub meej thiab lees paub tias koj chim siab npaum li cas," "Txij li thaum xub thawj tau teeb tsa peb cov qauv nqi, thiab tshwj xeeb tshaj yog nyob rau lub hlis tsis ntev los no, ntau yam tau hloov pauv. Txhua yam los ntawm semiconductors mus rau cov ntawv hlau mus rau cov rooj zaum tau dhau los ua kim dua. "

Lucid pawg tseem dhau ntawm qee tus nqi siab dua rau cov neeg yuav khoom zoo ntawm nws cov khoom kim heev sedans.

Lub tuam txhab tau hais rau lub Tsib Hlis 5 tias nws yuav nce tus nqi ntawm tag nrho tab sis ib version ntawm nws cov huab cua khoom kim heev sedan los ntawm kwv yees li 10% mus rau 12% rau Asmeskas cov neeg siv khoom uas tso lawv cov kev tshwj tseg rau lossis tom qab Lub Rau Hli 1. Tej zaum nco ntsoov ntawm Rivian lub ntsej muag, Lucid CEO Peter Rawlinson tau lees paub cov neeg siv khoom tias Lucid yuav hwm nws cov nqi tam sim no rau txhua qhov kev tshwj tseg. mus txog thaum kawg ntawm lub Tsib Hlis.

Cov neeg siv khoom tshwj xeeb rau Lucid Air thaum Lub Rau Hli 1 lossis tom qab ntawd yuav them $ 154,000 rau Grand Touring version, nce ntawm $ 139,000; $ 107,400 rau Air in Touring trim, nce ntawm $ 95,000; los yog $87,400 rau tus nqi qis tshaj, hu ua Air Pure, nce ntawm $77,400.

Nqe rau qhov tshiab sab saum toj trim tshaj tawm nyob rau lub Plaub Hlis, Air Grand Touring Performance, tsis hloov pauv ntawm $ 179,000, tab sis - txawm hais tias qhov zoo sib xws - nws yog $ 10,000 ntau dua li qhov txwv-khiav Air Dream Edition nws hloov.

"Lub ntiaj teb tau hloov pauv loj heev txij li lub sijhawm peb thawj zaug tshaj tawm Lucid Air rov qab rau lub Cuaj Hli 2020," Rawlinson hais rau cov tub ua lag luam thaum lub tuam txhab tau txais kev hu xov tooj.

Cov txiaj ntsig qub txeeg qub teg

Cov tuam txhab tsim tsheb thoob ntiaj teb tau tsim muaj kev lag luam ntau dua li cov tuam txhab xws li Lucid lossis Rivian thiab tsis tau raug mob hnyav los ntawm kev nce nqi roj teeb. Lawv, ib yam nkaus, tab tom xav tias qee tus nqi siab, txawm hais tias lawv dhau ntawm tus nqi rau cov neeg yuav khoom kom tsawg dua.

General cov Motors lwm yam Hnub Monday tau tsa tus nqi pib ntawm nws Cadillac Lyriq crossover EV, tsoo cov xaj tshiab los ntawm $ 3,000 txog $ 62,990. Qhov nce tsis suav nrog kev muag khoom ntawm qhov pib thawj zaug version.

Cadillac Thawj Tswj Hwm Rory Harvey, hauv kev piav qhia txog kev taug kev, tau sau tseg tias lub tuam txhab tam sim no suav nrog $ 1,500 kev muab rau cov tswv rau nruab lub chargers hauv tsev (txawm tias cov neeg siv khoom ntawm tus nqi qis dua yuav tau muab qhov kev pom zoo). Nws kuj hais txog kev lag luam sab nraud thiab kev sib tw nqi raws li qhov tseem ceeb hauv kev nce tus nqi.

GM ceeb toom thaum nws cov nyiaj tau los thawj peb lub hlis twg hu Lub hli tas los uas nws cia siab tias tag nrho cov nqi khoom muag hauv 2022 los ntawm $ 5 nphom, ob npaug ntawm qhov uas tus kws tsim tsheb tau kwv yees yav dhau los.

"Kuv tsis xav tias nws yog ib qho ntawm kev sib cais," Harvey tau hais thaum lub sijhawm tshaj tawm xov xwm hnub Monday hauv kev tshaj tawm tus nqi hloov pauv, ntxiv rau lub tuam txhab yeej ib txwm npaj los kho tus nqi tom qab qhov kev tshwm sim. "Kuv xav tias nws yog ib tug xov tooj ntawm cov ntsiab lus coj mus rau hauv tus account."

Qhov kev ua tau zoo thiab cov lus qhia tshwj xeeb ntawm 2023 Lyriq tshiab tsis hloov pauv ntawm tus qauv ua ntej, nws hais. Tab sis tus nqi nce ua rau nws nyob ze rau hauv txoj kab nrog tus nqi ntawm Tesla Model Y, uas GM tab tom tso Lyriq los sib tw.

rival Ford Tsav tau ua tus nqi ib feem tseem ceeb ntawm nws qhov kev muag khoom rau lub tshuab hluav taws xob tshiab F-150 Lightning pickup. Ntau tus kws tshuaj ntsuam xav tsis thoob xyoo tas los thaum Ford hais tias F-150 Lightning, uas nyuam qhuav pib xa mus rau cov neeg muag khoom, yuav pib ntawm $ 39,974 xwb.

Darren Palmer, Ford tus lwm thawj coj ntawm cov kev pabcuam EV thoob ntiaj teb, tau hais tias lub tuam txhab npaj yuav tswj tus nqi - raws li nws tau muaj txog tam sim no - tab sis nws yuav raug "tus neeg vwm" cov nqi khoom muag, zoo li txhua tus neeg.

Ford lub hli tas los tau hais tias nws xav tau $ 4 billion nyob rau hauv raw khoom headwinds xyoo no, nce los ntawm kev kwv yees yav dhau los ntawm $ 1.5 billion rau $ 2 billion.

"Peb tseem yuav khaws cia rau txhua tus, tab sis peb yuav tsum tau hnov ​​​​qab txog cov khoom lag luam, Kuv paub tseeb," Palmer hais rau CNBC hauv kev xam phaj ua ntej lub hli no.

Yog tias xob laim pom tus nqi nce, 200,000 tus neeg tuav pov hwm uas twb muaj lawm yuav raug zam. Palmer tau hais tias Ford tau sau tseg txog kev tawm tsam tawm tsam Rivian.

Tsim cov chains khoom

Lyriq thiab F-150 xob laim yog cov khoom tshiab, nrog cov khoom siv tshiab uas - rau lub sijhawm no - tau nthuav tawm cov neeg tsim khoom lag luam kom nce nqi khoom muag. Tab sis ntawm qee lub tsheb hluav taws xob qub, xws li Chevrolet Bolt thiab Nissan Nplooj, cov automakers tau khaws lawv cov nqi hikes me ntsis txawm tias tus nqi siab dua.

GM's 2022 Bolt EV pib ntawm $ 31,500, nce $ 500 los ntawm ua ntej xyoo qauv, tab sis nqis txog $ 5,000 piv nrog rau xyoo dhau los thiab kwv yees li $ 6,000 pheej yig dua li thaum lub tsheb tau pib thawj zaug rau xyoo 2017 qauv. GM tseem tsis tau tshaj tawm tus nqi rau 2023 Bolt EV.

Nissan tau hais tias lub hli dhau los hloov kho tshiab ntawm nws cov hluav taws xob Leaf, uas tau muag hauv Asmeskas txij li xyoo 2010, yuav tswj hwm tus nqi pib zoo sib xws rau lub tsheb yuav los tom ntej 2023 qauv. Cov qauv tam sim no pib ntawm $ 27,400 thiab $ 35,400.

Nissan Americas tus thawj tswj hwm Jeremie Papin tau hais tias lub tuam txhab qhov tseem ceeb ntawm tus nqi yog kom nqus cov nqi sab nraud ntau npaum li qhov ua tau, suav nrog rau cov tsheb yav tom ntej xws li Ariya EV yav tom ntej. Lub 2023 Ariya yuav pib ntawm $ 45,950 thaum nws tuaj txog hauv Asmeskas tom qab xyoo no.

Papin hais rau CNBC tias "Qhov ntawd yog thawj qhov tseem ceeb," "Qhov ntawd yog qhov peb tsom mus ua ... nws muaj tseeb rau ICE raws li nws yog rau EVs. Peb tsuas yog xav muag tsheb ntawm tus nqi sib tw thiab rau lawv cov nqi tag nrho. "

Tau qhov twg los: https://www.cnbc.com/2022/05/21/electric-vehicle-prices-rise-at-tesla-rivian-gm-and-other-carmakers.html